When you create an offering you have the option to upload documents for your investors to review.
Let's go over the two types:
Welcome Document
This document will be automatically emailed to your investors when you approve their investment request. This email template is listed in your settings under User Notifications → Investment Approved.
The Welcome Document will not be displayed to prospects on the offering page. It will only be emailed to investors when you approve their investment request.
Attached below is an example of a welcome document.
Offering Documents
Common types of offering documents include your offering memorandum, PPM, investment deck, etc. These are documents that your investors need in order to complete their due diligence.
These are displayed on the offering page under the Documents section.
📁 Download the Welcome Document PDF here
👤 For questions or help with the process, email us at success@sponsorcloud.io or Schedule a meeting. An experienced Customer Success Manager will reach out to assist you.